Exchange Bank Business Digital Banking User Guide

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Part 4 of 9: Choosing the Maximum Draft Amount If you have Manage Company Policy rights, you can choose the maximum amount of funds that can be drafted per transaction. This cannot exceed the Company Policy.

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1. Click the Amount action. 2. Enter the maximum draft amount using the number pad or click the Any button for an unlimited amount. 3. Click the OK button when you are finished making changes. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8 9d Part 5 of 9: Enabling Allowed Accounts The Accounts tab lets you decide which users have access to perform specific tasks within an account, including viewing the account and transaction histories and making deposits or withdrawals. A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

1. Click the Accounts action. 2. Select the group or accounts the user has authorization to use. 3. Click the OK button when you are finished making changes. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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User Management: Creating, Editing, or Copying a User role